Monica Yassear is a financial advisor at Charles Schwab with 10 years of industry experience and holds a Series 66 designation. Her work history includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and TD Ameritrade Investment Management, LLC. She is based in Roseville, CA. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Joseph Hoon is a financial advisor with Robert W. Baird & Co. Inc. in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Robert W. Baird & Co. since 2008. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Robert Brunst is a CFP® credentialed financial advisor with 30 years of industry experience, currently with Wells Fargo Advisors in Lincoln, CA since 2022. He previously worked within other Wells Fargo entities from 2009 to 2022. Outside of advising, he co-owns Heaven Scent Farm, a farming operation in Loomis, CA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm integrates advisory services with other financial products and referral channels, delivering recommendations through meetings and written summaries.

Stanford Hirata is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at First Allied Advisory Services and Sierra College, where he worked for 25 years. Outside of advising, he is a member of the Sacramento Senator Lions Club and serves as an associate board member for First US Community Credit Union. Cetera Investment Advisers LLC is an SEC-registered advisor that offers a range of portfolio management and financial planning services through a large nationwide network. The firm serves individuals, retirement plans, corporate, charitable, and institutional clients, operating a multi-manager platform with access to affiliated and third-party investment strategies.

Maxwell Morris is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, his background includes roles at UC Davis and Lifetime Fitness. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice.

Patricia Chorn is a financial advisor at Ameriprise with 34 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2017, following five years at Morgan Stanley Smith Barney. Ameriprise offers a retirement-income planning service targeted at clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports delivered through a centralized consulting team.

Alireza Torabian is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their unique priorities and develop personalized financial strategies focused on college education planning, legacy planning, retirement income, and portfolio management services. His approach emphasizes simplicity and transparency throughout the wealth planning process. Reza holds a Bachelor's Degree from the University of California system and has earned the Personal Investment Advisor (PIA) designation. Fluent in Farsi and English, he supports clients in setting short-, mid-, and long-term financial goals, providing ongoing advice as their needs evolve. He also coordinates access to Bank of America specialists for banking, credit, home financing, and small business solutions. In addition to his professional work, Alireza is involved in church and community activities. Outside of his practice, he enjoys adventure sports, basketball, football, and reading.

Eric Graves is a Series 66-licensed financial advisor with Ameriprise Financial Services in Roseville, CA, and has eight years of industry experience. His prior work includes positions at Graves Law Offices and Streamline Circuits. He also serves as an advisor with Blue Oaks Management, LLC, an Ameriprise Financial franchise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Janice Dunn is a CFP®-certified financial advisor with Robert W. Baird & Co., where she has worked since 2015. She has 25 years of industry experience and holds Series 63 and Series 65 licenses. Outside of her advisory role, she is a partner in a real estate rental business. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations by providing financial planning, portfolio management, and brokerage services tailored to client goals and risk tolerances.

Priscilla Luckhurst is a financial advisor at Edward Jones in Roseville, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked full-time in education and operated her own consulting business for seven years. She also has a decade of experience with CorePower Yoga. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a large nationwide network of advisors and branches. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Chad Salvador is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. He has been with JPMorgan Securities LLC since 2016. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Matthew Dazey is a financial advisor with Ameriprise in Roseville, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2021, he worked at DoorDash and Goodwill Industries. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports through a centralized consulting team.

Sally Laughlin is a financial advisor at Ameriprise with nine years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Ameriprise in 2025, she worked at Edward Jones for seven years and was involved with Ewomen Network and Women Wealth Mastery. Outside of her advisory role, she owns Laughlin Designs and has authored a financial confidence-building book for women titled "Finding Your Treasure--A Woman's Guide to Money." Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jeff Yankauskas is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently affiliated with LPL Financial and SchoolsFirst Federal Credit Union, having previously worked at Bank of the West, BancWest Investment Services, and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals—including high-net-worth and non-HNW clients—retirement plans, corporations, credit unions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, third-party research, and various portfolio management options.

Ashley Archer is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and 12 years of industry experience. Prior to joining Wells Fargo Advisors in 2026, Archer worked at Morgan Stanley and E*TRADE Capital Management LLC in various roles from 2016 to 2026. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, leveraging proprietary research and planning tools to deliver tailored recommendations across a broad range of financial planning needs.

Mark Chapman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, serving clients in various capacities over nearly a decade. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary when providing investment advice and including insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jason Smith is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and eight years of industry experience. His prior work includes roles at Bank of America, Merrill, Door Dash, and Horace Mann Investors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Aaron Holyoak is a financial advisor with Fidelity in Rocklin, CA, holding Series 63 and Series 66 designations and 21 years of industry experience. His work history includes roles at Fidelity Brokerage Services LLC since 2005 and Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Jonathan Graham is a financial advisor with Wells Fargo Clearing, holding the ChFC® designation and Series 63 and 66 licenses, with 22 years of industry experience. His prior firms include The Prudential Insurance Company of America, Pruco Securities LLC, Waddell & Reed, Inc, and Leumi Investment Services Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets across more than 14,000 advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Nicolas Delyon is a financial advisor with LPL Financial in Rocklin, CA, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked at Wells Fargo Advisors for eight years before joining LPL in 2019. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.